Julie E. Carnes

2011Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 262

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • 0 = lawyer - self-employed; partner in law firm

As filed

Associated Credit Union — Interest

Regions Bank — Interest — Closed

SunTrust Bank — Interest

SunTrust Bank Trustee — Interest

Wells Fargo Bank — Interest

ING — Interest

Columbia Co. GA Wir & Swr Rev Due 06012015 — Interest — Redeemed

Municipal Elec Auth GA Due 11/01/2013 — Interest

Prudential Life Insurance Company Annunity — Int/Div

Municap Elec Auth GA Maty: 01/01/2012 — Interest

Georgia ST HSG & FIN AU Maty 06012012 — Interest

Fayette Co. GA Sch DT Mary: 03/01/2012 {corr from 91/10) — Interest

Lowndes Cnty GA Pub Facs Maty 06/0172013 — Interest

Liberty Co. GA Hosp Auth Maty 08012014 — Interest

Gwinnett Co. GA Wir & Swr Maty 08012015 — Interest

GA ST Hsg&Fin AU Single Fam Mig Sr. A Subst A-2-AMT duet/1/16 — Interest

Fayette Co. GA Sch DT Maty: 03/01/2017 — Interest

Cobb Cnty GA Dev Auth Rev Ser A CIFG due 715/17 — Interest

Gamesville GA Wir & Sew Rev Maty 11/152017 — Interest

Schwab Money Market Fund (a/k/a Schwab One Money Market) — Interest

Amencan Fund (AMCAP Fund) — Int/Div

American Fund (Washington Mutual Inv.) — Int/Div

American Fund (Capital World Bond Fund) — Int/Div

Amencan Fund (Euro Pacific Growth Fund) — Int/Div

American Fund (Investment Co. of America) — Int/Div

American Fund (New Perspective Fund) — Int/Div

Amencan Fund (New Economy Fund) — Int/Div

Value Line Premier Growth Fund (VALSX) — Int/Div

Bestbank — Interest

Memll Lynch Bank — Interest

Amencan US Govt. Securities FD CL A — Sold (part)

Amencan US Govt. Securities FD CL A — Interest — Sold

BB&T Bank — Interest

Phoenix AZ Ser A Maty: 7/01/21 — Interest

Kentucky ST PPTY & BLDGS Nov 01/18 — Interest

JEA FLA ELEC SYS REV SUB-SER SER B B RF Maty: 10/1/22 — Interest

Pennsylvania ST First Ser A Nov 01/17 — Interest

Maine Mun Bd Bk Lt Ser C Nov 01/17 — Interest

Ohio ST Major New ST Infrastructure PJ Rev Jun 15/16 — Interest

ML US Treasury Money Fund — Interest

Georgia B & TNA — Interest — Redeemed

Capmark Bank NA — Interest — Redeemed

Sallie Mae Bank — Interest — Redeemed

Discover Bank NA — Interest

US. Trsy Inflation Note APR 152011 — Interest — Redeemed

US. Trsy Inflation Note APR 15 2012 — Interest

The Endowment Registered Fund LP — Interest

First Eagle Overseas CL — Buy

First Eagle Overseas CL — Buy

S10. — Int/Div — Sold (part)

First Eagle Gold CL — Buy

First Eagle Gold CL — Int/Div — Buy

Pimco Unconstrained Bond Fund CL P — Int/Div

Pimco Unconstrained Bond Fund CL C — Int/Div

Blackrock Global Allocation FD Inc INSTL — Buy

Blackrock Global Allocation FD Inc INSTL — Buy

Blackrock Global Allocation FD Inc INSTL — Int/Div — Buy

Eaton Vance Glbl Macro Absolute Return CL — Int/Div — Sold

Goldman Sachs Absolute Return Tracker FD INSTL — Int/Div — Sold

Washington Cnty Ore. CLEAN WTR SVCS SEW REV A Maty: 10/1/19 — Int/Div

Blackrock GNMA ( — Int/Div

Eaton Vance Strategic Income Fund CL C — Int/Div

Lord Abbett Short Duration Income Fund ( — Int/Div

Alpine Ultra Short Tax Optimized Income Fund — Int/Div — Sold (part)

Cohen & Steers Global Realty Shares, Inc CLL — Buy

Cohen & Steers Global Realty Shares, Inc CLL — Int/Div — Buy

Thomburg Limited Term Municipal Fund Li — Int/Div

Blackrock Eqty Dividend Fund Inst] — Int/Div — Buy

CGM Advisor Targeted Equity FD CL Y — Buy

CGM Advisor Targeted Equity FD CL Y — Buy

CGM Advisor Targeted Equity FD CL Y — Int/Div — Sold

Fairholme Fund — Buy

Fairholme Fund — Buy

Fairholme Fund — Sold (part)

Fairholme Fund — Sold (part)

Fairholme Fund — Sold (part)

Fairholme Fund — Int/Div — Sold

Franklin Rising Dividends FD ADV CL — Buy

Franklin Rising Dividends FD ADV CL — Int/Div — Buy

Eaton VNCE PRMTRC STRCTRD EMRGN MRKTS FDI — Buy

Eaton VNCE PRMTRC STRCTRD EMRGN MRKTS FDI — Int/Div — Sold

Franklin Income FD ADV Class — Int/Div — Buy

Hussman Strategic Total Return Fund CL Retail — Buy

Hussman Strategic Total Return Fund CL Retail — Int/Div — Sold

Ishare Barlcys 200+ YR Treas Index Fund — Buy

Ishare Barlcys 200+ YR Treas Index Fund — Int/Div — Sold

Loomis Sayles Strategic Inc FD CL Y — Buy

Loomis Sayles Strategic Inc FD CL Y — Buy

Loomis Sayles Strategic Inc FD CL Y — Int/Div — Buy

Nuveen Tradewinds Global ALL CAP FD CL) — Buy

Nuveen Tradewinds Global ALL CAP FD CL) — Buy

Nuveen Tradewinds Global ALL CAP FD CL) — Int/Div — Sold

Pimeo Emergmg Markets FD CL P (fka Developing Local Markets — Buy

Pimeo Emergmg Markets FD CL P (fka Developing Local Markets — Int/Div — Buy

Pimco Total Return Fund CL P — Buy

Pimco Total Return Fund CL P — Buy

Pimco Total Return Fund CL P — Int/Div — Buy

Templeton GLBL Bond FD ADV CL — Buy

Templeton GLBL Bond FD ADV CL — Int/Div — Buy

The Oakmark Fund — Buy

The Oakmark Fund — Buy

The Oakmark Fund — Sold (part)

The Oakmark Fund — Int/Div — Sold

Wisdomtree Global Equity Income Fund — Int/Div — Sold

Wisdomtree Emerging Mrkt Equity Income — Buy

Wisdomtree Emerging Mrkt Equity Income — Buy

Wisdomtree Emerging Mrkt Equity Income — Int/Div — Sold

SPDR S&P Dividend ETF (SDY) — Int/Div — Buy

SCHW INTL EQ ETF (SCHF) — Int/Div

Parnassus Equity Income Fund Investor SH (PRBLX) — Int/Div

Manning & Napier World Oppty A (EXWAX) — Int/Div

Schwab S&P 500 Index FD (SWPPX) — Int/Div — Buy

Scout Intl FD (UMBWX) — Int/Div — Buy

Vanguard Growth (VUG) — Buy

Vanguard Growth (VUG) — Int/Div — Buy

Texas Transn Commn 4% 12 REV DUE 04/01/12 — Interest

Washington St 5.0% 16 EXIT DB DUE 0701/16 — Interest

SCH MUNI Money Fund — Interest

Chicago ILL Brd Ed 5% 16GO UTX DUE 1201/16 — Interest

JEA FLA Wir & Swr 5% 21 REV DUE 10701721 — Interest

Minnesota PUB FACS 5% 20 REV DUE 030120 — Interest

Minnesota ST 4% 18GO UTX DUE 08/01/18 — Interest

New York NY 5% 15GO UTX DUE 11/0115 — Interest

Ohio State $% 14GO DUE 11/01/14 — Interest

Plano TEX INDPT SCH 5% 13GO UTX DUE 02/15/13 — Interest

Texas ST 5% 19GO DUE 1001/19 — Interest

AMERICAN BEACON SMALL CAP VAL INV CL (AVPAX) — Int/Div — Buy

AMERICAN CENTURY MID CAP VALUE FD INV CL(ACMVX) — Int/Div — Buy

BARON SMALL CAP FUND (BSCFX) — Int/Div — Buy

BROWN ADVISORY GROWTH EQUITY INST (BIAGX) — Buy

BROWN ADVISORY GROWTH EQUITY INST (BIAGX) — Buy

BROWN ADVISORY GROWTH EQUITY INST (BIAGX) — Int/Div — Buy

COLUMBIA CONTRARIAN CORE FD CL Z (SMGSZ) — Int/Div — Buy

CURRENCYSHARES JAPANESE YEN TRUST (FXY) — Int/Div — Buy

FEDERATED CLOVER SMALL VALUE FD CL A(VSFAX) — Int/Div — Buy

FRANKLIN GROWTH FUND ADV CL (FCGAX) — Int/Div — Buy

HARBOR INTERNATIONAL FUND INV CL (HIINX) — Buy

HARBOR INTERNATIONAL FUND INV CL (HIINX) — Int/Div — Buy

ISHARES DJ SELECT DIV FD SELECT DIVIDEND INDEX FD (DVY) — Buy

ISHARES DJ SELECT DIV FD SELECT DIVIDEND INDEX FD (DVY) — Int/Div — Buy

ISHARES S&P US PFD FUND S&P US PFD STK INDEX FD (PFF)y — Int/Div — Buy

ISHARES GOLD TRUST (IAL) — Int/Div — Buy

ISHARES MSCI HK IDX FD HONG KONG INDEX FUND(EWH) — Buy

ISHARES MSCI HK IDX FD HONG KONG INDEX FUND(EWH) — Sold (part)

ISHARES MSCI HK IDX FD HONG KONG INDEX FUND(EWH) — Buy

ISHARES MSCI HK IDX FD HONG KONG INDEX FUND(EWH) — Int/Div — Buy

ISHARES TR BARCLAYS 7-10 YR TREAS BOND FD (IEF) — Buy

ISHARES TR BARCLAYS 7-10 YR TREAS BOND FD (IEF) — Int/Div — Sold (part)

ISHARES TR BARCLAYS TIPSBOND FUND (TIP) — Buy

ISHARES TR BARCLAYS TIPSBOND FUND (TIP) — Int/Div — Buy

ISHARES RUSSELL 1000 VALRUSSELL 1000 VALUE INDEX FUND (IWD) — Int/Div — Buy

ISHARES TR RUSSELL 1000 RUSSELL 1000 GROWTH INDEX FUND (IWF) — Int/Div — Buy

JENSEN QUALITY GROWTH FD CL) JENSX) — Int/Div — Buy

LKCM SMALL CAP EQUITY FUND INSTITUTIONAL CLASS (LKSCX) — Buy

LKCM SMALL CAP EQUITY FUND INSTITUTIONAL CLASS (LKSCX) — Int/Div — Buy

MARSHALL SMALL CAP GROWTH FD CLY (MRSCX) — Int/Div — Buy

METROPOLITAN WEST TOTAL RETURN BONDM (MWTRX) — Interest — Buy

OAKMARK INTL FD CLASS HHOAKIX) — Int/Div — Buy

OPPENHEIMER DEVELOPING MKTS FD CL A(ODMAX) — Int/Div — Buy

OPPENHEIMER EQUITY INCM FD CL A (QCV3Z) — Buy

OPPENHEIMER EQUITY INCM FD CL A (QCV3Z) — Int/Div — Buy

PIMCO EXCH TR FUND ENHANCED SHORT MAT. STRATEGY FD (MINT) — Int/Div — Buy

PIMCO EXCH TRADED FUND 15+ YR US TIPS INDEX FD (LTPZ) — Buy

PIMCO EXCH TRADED FUND 15+ YR US TIPS INDEX FD (LTPZ) — Int/Div — Sold (part)

POWERSHS DB COMMDTY INDX (DBC) — Int/Div — Buy

POWERSHS QOQQ TRUST SER (QO) — Int/Div — Buy

SPDR S&P 500 ETF TR EXPIRING 017222118 (SPY) — Buy

SPDR S&P 500 ETF TR EXPIRING 017222118 (SPY) — Int/Div — Sold

SPDR GOLD TRUST SPDR GOLD SHARES (GLD) — Buy

SPDR GOLD TRUST SPDR GOLD SHARES (GLD) — Int/Div — Sold (part)

VANGUARD INTL EQTY INDEX FTSE ALL WORLD EX US ETF(VEL) — Buy

VANGUARD INTL EQTY INDEX FTSE ALL WORLD EX US ETF(VEL) — Int/Div — Buy

VANGUARD EQUITY INCOME FD INVESTOR SHRS (VEIPX) — Int/Div — Buy

VANGUARD REIT (VNQ) — Buy

VANGUARD REIT (VNQ) — Buy

VANGUARD REIT (VNQ) — Int/Div — Buy

VANGUARD SMALL CAP VALUE (VBR) — Int/Div — Buy

VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELD (VYM) — Int/Div — Buy

VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELD (VYM) — Int/Div — Sold (part)

VANGUARD DIV APPRCIATION (VIG) — Buy

VANGUARD DIV APPRCIATION (VIG) — Int/Div — Buy

VANGUARD MSC1 EAFE ETF (VEA) — Buy

VANGUARD MSC1 EAFE ETF (VEA) — Int/Div — Buy

VANGUARD MSCI EMERGING MARKETS ETF IVWO) — Buy

VANGUARD MSCI EMERGING MARKETS ETF IVWO) — Buy

VANGUARD MSCI EMERGING MARKETS ETF IVWO) — Int/Div — Buy

VANGUARD TOTAL STOCK MKT I(VTH — Buy

VANGUARD TOTAL STOCK MKT I(VTH — Int/Div — Buy

WISDOMTREE EMERGING ETF MKTS LOCAL DEBT FUND (ELD) — Buy

WISDOMTREE EMERGING ETF MKTS LOCAL DEBT FUND (ELD) — Int/Div — Sold

WISDOMTREE ASIA ETF LOCAL DEBT FUND (ALD) — Buy

WISDOMTREE ASIA ETF LOCAL DEBT FUND (ALD) — Int/Div — Sold (part)

WISDOMTREE TRUST BRAZILIAN REAL FUND (BZF) — Buy

WISDOMTREE TRUST BRAZILIAN REAL FUND (BZF) — Int/Div — Sold

GENL ELEC CAP CP 5.1%15 INTERNOTE DUE 08/15/15 — Interest — Buy

PRINCIPAL LIFE 5.10% 14 NOTES DUE 04/15/14 — Interest — Buy

VERIZON GLOBAL 4.9%15 BONDS DUE 09/15/15 CALLABLE — Interest — Buy

LOEWS CORP 5.25%16 NOTES DUE 03/1816 — Interest — Buy

FED HM LN MTG 2.75% 16NOTES DUE 04/1816 — Buy

FED HM LN MTG 2.75% 16NOTES DUE 04/1816 — Interest — Sold

CALIFORNIA ST ECONO 3% 3EXIT DUE 07/01/13 — Interest — Buy

NEW YORK NY CITY 5%I17REV DUE 06/15/17 — Interest — Buy

PENNSYLVANIA ST 5%20G0O UTX DUE 07/0120 — Interest — Buy

VIRGINIA ST PUB SCH 5%17GO DUE 080117 — Interest — Buy

GEORGIA MUN GAS AUTH GAS REV TOCCOA PROJ DUE 60120 — Interest — Buy

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF — Buy

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF — Buy

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF — Buy

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF — Buy

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF — Int/Div — Sold (part)

BLACKROCK EQTY DIVIDEND FUND — Buy

BLACKROCK EQTY DIVIDEND FUND — Sold

BLACKROCK EQTY DIVIDEND FUND — Buy

BLACKROCK EQTY DIVIDEND FUND — Int/Div — Buy

DOUBLELINE CORE FIXED INCOME FUNDCL I — Buy

DOUBLELINE CORE FIXED INCOME FUNDCL I — Buy

DOUBLELINE CORE FIXED INCOME FUNDCL I — Buy

DOUBLELINE CORE FIXED INCOME FUNDCL I — Int/Div — Buy

DOUBLELINE TOTAL RETURN BOND FUNDCL 1 — Buy

DOUBLELINE TOTAL RETURN BOND FUNDCL 1 — Buy

DOUBLELINE TOTAL RETURN BOND FUNDCL 1 — Buy

DOUBLELINE TOTAL RETURN BOND FUNDCL 1 — Int/Div — Buy

EATON VANCE AMT FREE MUNICIPAL INCOME CL 1 HEVMBX) — Int/Div — Buy

EATON VANCE STRATEGIC INCOME FUNDCL I — Buy

EATON VANCE STRATEGIC INCOME FUNDCL I — Int/Div — Sold

FRANKLIN INCOME FD ADV — Buy

FRANKLIN INCOME FD ADV — Buy

FRANKLIN INCOME FD ADV — Int/Div — Buy

GOLDMAN SACHS SATELLITE STRATEGIES PORT FDI — Buy

GOLDMAN SACHS SATELLITE STRATEGIES PORT FDI — Buy

GOLDMAN SACHS SATELLITE STRATEGIES PORT FDI — Buy

GOLDMAN SACHS SATELLITE STRATEGIES PORT FDI — Buy

GOLDMAN SACHS SATELLITE STRATEGIES PORT FDI — Buy

GOLDMAN SACHS SATELLITE STRATEGIES PORT FDI — Buy

GOLDMAN SACHS SATELLITE STRATEGIES PORT FDI — Int/Div — Buy

ISHARES TR DOW JONES US TECHNOLOGY SECTOR INDX F — Buy

ISHARES TR DOW JONES US TECHNOLOGY SECTOR INDX F — Buy

ISHARES TR DOW JONES US TECHNOLOGY SECTOR INDX F — Buy

ISHARES TR DOW JONES US TECHNOLOGY SECTOR INDX F — Int/Div — Sold

ISHARES IBOXX INVESTOP IBOXX § INVESTOP CORP BOND FUND (LOD) — Buy

ISHARES IBOXX INVESTOP IBOXX § INVESTOP CORP BOND FUND (LOD) — Int/Div — Buy

ISHARES BARCLAYS MBS BON FUND (MBB) — Int/Div — Buy

ISHARES MSC EAFE INDEX FUND — Buy

ISHARES MSC EAFE INDEX FUND — Int/Div — Buy

ISHARES MSCI GERMANY INDEX FUND — Buy

ISHARES MSCI GERMANY INDEX FUND — Buy

ISHARES MSCI GERMANY INDEX FUND — Int/Div — Sold

SECTOR SPDR ENERGY — Buy

SECTOR SPDR ENERGY — Buy

SECTOR SPDR ENERGY — Int/Div — Sold

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Buy

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Buy

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Buy

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div — Buy

POWERSHRES EXCHANGE TRAD FD TRI EMERGING MKTS — Buy

POWERSHRES EXCHANGE TRAD FD TRI EMERGING MKTS — Buy

POWERSHRES EXCHANGE TRAD FD TRI EMERGING MKTS — Int/Div — Sold

VANGUARD VALLE ETF(VTV) — Buy

VANGUARD VALLE ETF(VTV) — Buy

VANGUARD VALLE ETF(VTV) — Int/Div — Buy

YACKTMAN FUND — Buy

YACKTMAN FUND — Int/Div — Buy

Spouse's income — 2011 — 0 = lawyer - self-employed; partner in law firm

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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